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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-11-12 |
Branch Locations
655 W Broadway 12Th Fl, San Diego, CA 92101 • United States
La Mesa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 02/2001 | 11/2017 |
| Independent Financial Group | San Diego | CA | 12/2017 | 08/2018 |
| Cetera Wealth Services, Llc | San Diego | CA | 08/2018 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2018 | Present |
| First Allied Securities, Inc. (Fasi) | San Diego | CA | 08/2018 | 09/2022 |
| Cetera Advisors Llc | Denver | CO | 08/2018 | Present |
| Summit Brokerage Services, Inc. | Boca Raton | FL | 08/2018 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 08/2018 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
| First Allied Advisory Services, Inc. | San Diego | CA | 09/2019 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-23 |
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